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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,941 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $39,801 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $12,360 |
Service code 49 · EIN 42-1244913 | Other Services | $10,459 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,735 | $41,281+32.6% | $109,313-49.9% | $57,658-5.1% |
| Participation rate | 96.7% | 59.3%+37.4pp | 71.3%+25.4pp | 70.2%+26.5pp |
| Annual return | 9.19% | 8.97%+0.2pp | 22.07%-12.9pp | 5.13%+4.1pp |
| Employer contribution / active EE | $3,169 | $1,201+163.8% | $3,892-18.6% | $1,974+60.6% |
| Participant deferral / active EE | $2,847 | $2,223+28.1% | $3,166-10.1% | $3,061-7.0% |
| Admin fee / account holder | $79 | $75+5.6% | $5,666-98.6% | $95-15.9% |